Contractor, Client Documentation Specialist

1 day ago

Singapore Schroders Full time

**Company Overview**

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £700.4 billion (€815.8 billion/US$967.5 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 5,618 people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.
- as at 30 June 2021

**Overview of role**
Opened to contract role for minimum 9 months. A contributing member of the Client Documentation team within Singapore Wealth Management, with a focus on managing client documentation process flows, providing advisory to Front Office on on-boarding requirements in accordance with the Bank’s KYC/AML standards and regulatory requirements, as well as ensuring high standards of clients’ data maintenance.

**Key Responsibilities**
- Review client documentation for correctness and completeness before sign-off; this includes confirming the correct anti-money-laundering documents and the plausibility of source of wealth information are present including documents to corroborate the client source of wealth / source of income, whilst collaborating with Compliance, where necessary.
- Perform an independent review for all low-risk customer in accordance with regulatory requirement as well as Bank's AML/KYC policy and procedures.
- Support the Team in liaising with WM Compliance or Legal on any complex issues or risk assessments.
- Ensure the set-up, amendment and closure of clients, accounts, portfolios and maintenance of client static data in the relevant systems, co-ordinating client static data requests and issues with the Service Centre in Zurich.

**Requirements**:

- Opened to contract role for minimum 9 months
- Degree/Diploma-holder
- At least 3 years of relevant experience in a wealth management environment
- Experience in SOW / SOF verification
- Familiar with local AML and KYC regulations relevant to private banking
- Hands-on exposure to Temenos T24 will be an added advantage
- Meticulous attention to detail, coupled with the ability to work well under pressure
- A team player with good analytical and social skills
- Ability to work independently
- Ability to be client centric while balancing business needs and controls
- Strong communicator both orally and written

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